Creating MyInsights Pages and Content

The home page displays all the MyInsights pages created by users in the org. Users can create pages from the home page.

When creating a page, users must define the content properties, including the content name and content type. The content type is the record type for the MyInsights entry point where the content displays in Veeva CRM. See MyInsights Platforms for the list of available entry points.

The Remote_Meeting_vod record type is not supported.

To create a page:

  1. Select New Content from the home page.
  2. Populate the Content Name and Content Type fields. The Content Name displays in the Sunrise bar tab for the deployed visualization. Optionally, populate the Description field to help easily identify the page. A test record field displays dynamically depending on the selected content type.
  3. Select OK. The edit page displays.

In the edit page, users can add and preview data for the page. See Adding Data for MyInsights Pages for more information.

Only content created in MyInsights Studio can be edited.